18th December 19
So there you have it, I dont like to say I told you so but well...... UK financial stocks have fallen back after Boris threatens to go for a hard Brexit again. But all is not lost! ...
Read More29th November 19
Macro It was a short week in the US, with Thanksgiving adding a buzz to the short working week for money, though the markets were not short of drama. Yes, once again the US...
Read More22nd November 19
Macro Thoughts The week has been littered with fresh concerns that the US actions to support the protesters in Hong Kong will hamper, and perhaps scupper the Phase One deal which the...
Read More8th November 19
The focus in the US has been all on the US-China trade talks, with both sides working hard to get to the stage where they can sign Phase One of a trade deal. However, China is insisting on...
Read More1st November 19
Earlier this week, the Federal Reserve announced another rate cut of 25bps, taking the total for the year to 75bps, reducing the Fed Funds rate down to 1.75%. The interest rate on excess...
Read More25th October 19
Events in the US surround the ongoing trade negotiations with China, and on this, hopes are once again raised as both sides are looking to agree on a 'Phase One' deal. This will involve China...
Read More18th October 19
While the trade talks between the US and China continue, the US economy continues to show signs of slowing - slowing down and turning into a recession at this stage is a little premature,...
Read More11th October 19
Fresh from a week where domestic data proved that the US is perhaps not as resilient to the global tensions - be they trade-related or otherwise - attentions have unsurprisingly turned to the...
Read More4th October 19
Focus is very much on the incoming data at present, with the latest ISM surveys in both manufacturing and non-manufacturing painting a downbeat picture. This has knocked some of the...
Read More20th September 19
These are tough times for the Federal Reserve - faced with steady data which suggests a moderate stance, yet under fire from a US President screaming for further accommodation to keep the economic...
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